Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 352 $206K 0.17% 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 351 $206K 0.12% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 349 $205K 0.1% +1 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 285 $205K 0.08% new 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 350 $205K 0.07% new 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 350 $205K 0.19% new 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 349 $204K 0.17% -20 13F-HR Timeline Elite Financial, Inc. 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Allen Investments, LLC 115 $67.3K 0.05% -1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 113 $66.3K 0.03% +49 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 113 $66K 0.02% 0 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 108 $63.2K 0.03% +8 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 107 $62.7K 0.03% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 107 $62.6K 0.05% 0 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 103 $60.3K 0.02% -2,665 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 102 $59K 0.05% 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 100 $58.6K 0.01% 0 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 100 $58.6K 0.02% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 100 $58.6K 0.03% new 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 100 $58.6K 0.06% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 100 $58.6K 0.06% 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 108 $54.5K 0.03% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 88 $51.5K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 85 $49.8K 0.01% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 81 $47.4K 0.01% new 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 79 $46.3K 0.02% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. 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More: the full row for Ruedi Wealth Management, Inc. 58 $34K 0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 57 $33.4K 0.04% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 56 $32.8K 0.03% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 54 $31.6K 0.01% -60 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 52 $30.4K 0.02% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 51 $29.9K 0.02% -20 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 50 $29.3K 0.02% 0 13F-HR Timeline Avenir Tech Ltd More: the full row for Avenir Tech Ltd 50 $29.3K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 48 $28.1K 1.22% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 47 $27.6K 0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 46 $26.9K 0.02% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 43 $25.2K 0.02% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 43 $25.2K 0.02% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 42 $24.6K 0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 42 $24.6K 0.02% 13F-HR/A Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 40 $23.4K 0.12% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 40 $23.4K 0.01% 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 40 $23.1K 0.01% +1 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 39 $22.8K 0.01% +2 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 39 $22.8K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 35 $20.5K <0.01% -1,122 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 35 $20.3K 0.02% 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 35 $20K 0.03% -1,427 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 32 $18.8K 0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 30 $17.6K 0.02% 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 22 $12.9K <0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 21 $12.3K 0.01% 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 21 $12.3K 0.03% 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 20 $11.7K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 18 $10.5K 0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,645 $9.63K 0.34% 0 13F-HR/A Timeline Davis Capital Management More: the full row for Davis Capital Management 16 $9.39K 0.01% 0 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 16 $9.37K 0.01% -70 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 15 $8.78K <0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 15 $8.78K 0.01% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 12 $7.03K <0.01% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 12 $7.03K 0.01% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 9 $5.29K <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7 $4.55K 0.42% -7,916 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 7 $4.1K 0.01% 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 5 $2.93K <0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 5 $2.93K <0.01% 0 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 2 $1.18K <0.01% -4 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1 $522 <0.01% new 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 50 $293 0.02% 0 13F-HR/A Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 0 $0 0% -1,485 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Members Trust Co More: the full row for Members Trust Co 589 $345M +48 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 392 $229M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.